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• Gift Planning Corner

• Making Gifts of Appreciated Securities
• Sample Bequest Wording
• FAQs
• Planning for Kids Newsletter
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• Gift Planning Forms

• Request Information
• Planned Gift Confirmation Form
• Will Confirmation Form
• Securities Transfer Forms
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Build a Legacy - Securities & Properties

Securities Transfer Forms

Donating appreciated stocks, bonds and mutual fund units is the most tax-effective way to make an outright gift during your lifetime or as part of a legacy gift. View an illustration of the benefits of making a gift of appreciated securities.

Download the Transfer Forms:

Transfer Form Canadian & American Securities

Transfer Form Canadian Mutual Funds

Download the Settlement Instructions:

Settlement Instructions Canadian & American Securities Nonphysical

Settlement Instructions Canadian Securities Physical

Settlement Instructions Canadian Securities Mutual Funds

Settlement Instructions for Gifts of Securities to "Friends" donors

For more information on how you can build your legacy, please contact:

The Office of Gift & Estate Planning
phone: 416.813.8271
e-mail: gift.planning@sickkidsfoundation.com
Or complete our online request form.